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Smith, Moore & Co’s Welltower WELL Stock Holding History

Smith, Moore & Co’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Buy
2,070
+195
+10% +$38.5K 0.03% 367
2025
Q4 		$348K Buy
1,875
+3
+0.2% +$560 0.03% 384
2025
Q3 		$334K Buy
1,872
+414
+28% +$68K 0.03% 385
2025
Q2 		$224K Buy
1,458
+3
+0.2% +$448 0.02% 459
2025
Q1 		$223K Buy
+1,455
New +$207K 0.02% 441
2020
Q4 		– Sell
-3,967
Closed -$219K – 363
2020
Q3 		$219K Sell
3,967
-586
-13% -$32.2K 0.05% 294
2020
Q2 		$236K Sell
4,553
-219
-5% -$10.8K 0.05% 272
2020
Q1 		$218K Buy
4,772
+6
+0.1% +$443 0.06% 263
2019
Q4 		$390K Sell
4,766
-331
-6% -$28.3K 0.08% 216
2019
Q3 		$462K Buy
5,097
+15
+0.3% +$1.3K 0.1% 185
2019
Q2 		$414K Buy
5,082
+417
+9% +$32.8K 0.09% 211
2019
Q1 		$362K Sell
4,665
-70
-1% -$5.25K 0.09% 217
2018
Q4 		$329K Sell
4,735
-90
-2% -$6.12K 0.09% 214
2018
Q3 		$310K Buy
4,825
+297
+7% +$19.2K 0.07% 247
2018
Q2 		$284K Buy
4,528
+46
+1% +$2.56K 0.07% 251
2018
Q1 		$244K Buy
4,482
+584
+15% +$33K 0.07% 266
2017
Q4 		$249K Sell
3,898
-107
-3% -$7.18K 0.07% 252
2017
Q3 		$281K Hold
4,005
– – 0.08% 228
2017
Q2 		$300K Hold
4,005
– – 0.1% 185
2017
Q1 		$284K Buy
4,005
+19
+0.5% +$1.28K 0.1% 190
2016
Q4 		$267K Buy
3,986
+50
+1% +$3.31K 0.1% 182
2016
Q3 		$294K Hold
3,936
– – 0.12% 163
2016
Q2 		$300K Buy
+3,936
New +$280K 0.12% 156

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith, Moore & Co's WELL Position: Q1 2026 in Review

Smith, Moore & Co increased its Welltower (WELL) stake by 10% in Q1 2026, buying an estimated $38.5K and bringing the position to 2,070 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #367.

Smith, Moore & Co first reported a position in WELL in Q2 2016 and has held it in 23 quarters since. The position peaked at $462K in Q3 2019. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Smith, Moore & Co held 2,070 shares of Welltower worth $409K as of Q1 2026.
  • Smith, Moore & Co bought 195 Welltower shares in Q1 2026, an estimated $38.5K.
  • Welltower made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #367 holding.
  • Smith, Moore & Co first reported a position in Welltower in Q2 2016 and has held it in 23 quarters since.
  • Smith, Moore & Co's Welltower position peaked at $462K in Q3 2019.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.